Ziegler · 3 days ago
Senior Accountant
Ziegler is a privately held investment bank specializing in healthcare, senior living, and education sectors. They are seeking a Senior Accountant to support their accounting efforts, ensuring timely and accurate financial statements while managing various accounting activities.
AdviceBankingFinanceFinancial ServicesWealth Management
Responsibilities
Conduct treasurer cash management functions
Provide accounting support for broker dealer activities and assist with month-end close activities
Complete broker/dealer net capital compliance activities and regulatory reporting
Assume business unit support liaison role to investment banking, capital markets and private equity areas
Assist in Workplace expense management and fixed-asset accounting
Ensure deliverables are accurate and performed timely for monthly, quarterly, and year-end close purposes
Manage private equity accounting activities
Assist in HUD accounting and regulatory reporting
Assist the Controller and CFO with ad hoc reporting and projects
Support budget activities
Assist in tax compliance
Responds to inquiries from CFO, CEO, and other firm-wide managers regarding financial results and special reporting requests
Assists in the development and implementation of new procedures and features to enhance the workflow of the department
Qualification
Required
Bachelor's degree in accounting
At least 3-4 years of appropriate accounting experience
Strong verbal and written communication skills
Attention to detail and good organizational skills are essential for this position
Ability to multi-task, work accurately under pressure, meet deadlines
Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment
Working knowledge of Microsoft Office Suite, including MS Word, Outlook, and Excel is also required
Preferred
CPA or actively pursuing CPA preferred
Experience working in a broker/dealer, municipal finance institution or auditing broker/dealers is preferred
Experience with Great Plains general ledger system, Investran/Carta accounting system, and expense management systems
Company
Ziegler
Ziegler is a financial consulting firm that offers investment banking, capital markets, principal investments, and fund management services.
Funding
Current Stage
Public CompanyTotal Funding
unknown1971-05-07IPO
Recent News
2025-12-19
2025-12-09
2025-12-05
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